Part-Time Team Operations Associate

Part-Time Team Operations Associate

Requirements

• 4-year degree preferred with 2+ years office/reception experience
• Friendly, outgoing, positive attitude
• Professional appearance; voice and interaction with customers
• Excellent oral and written communication skills
• Ability to work with all levels of staff and management
• Ability to prioritize work flow and projects; work in a deadline environment and be flexible
• Detail oriented
• Good working knowledge of Word, Excel, Outlook, and PowerPoint
• Ability to work as a Team Member

Responsibilities

• Administration of inter-office mail and employee mailboxes
• Receive, open, sort, distribute incoming mail
• Prep, meter outgoing mail
• Order receipt, fulfillment, and inventory of office supplies
• Order and maintain inventory of kitchenette & beverage supplies
• Document Management support
• Generate cover pages/submit documents to broker/dealer for imaging
• Log, archive, and retrieve documents
• Maintain incoming receipt log and expense reports
• Account maintenance
• Scheduling
• Establish new client accounts into CRM database
• Networking direct business accounts
• Generate, merge, and mail client welcome letters
• Support administration of the process exchanging data between Portfolio Accounting and CRM databases
• Support New Business Processing as needed
• Other data entry, project and administrative support as needed

Preferred Qualifications

No preferred qualifications provided.